Where they hold approval
Firms where this individual holds — or has held — an FCA-approved role.
-
QUILTER FINANCIAL SERVICES LIMITED
FRN 440703
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 4 Jun 2025)
- CF1 Director (AR) (since 4 Jun 2025)
-
Quilter Mortgage Planning Limited
FRN 440718
- 20. Advising or arranging (bringing about) regulated mortgage contracts for a non-business purpose
- 21. Advising or arranging (bringing about) equity release transactions
- Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
- CF1 Director (AR) (since 17 May 2018)
-
Cheltenham Mortgage Advisers Ltd
FRN 606617
- Employed By (since 17 May 2018)
Recent activity
Updates to this individual's record on the FCA register.
No changes recorded yet.